Integrate Amwork with BoardCRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Start from a real workflow other teams are already running.
Amwork
When this happens...
New Activity Type
New Entity Types
New Document Template
New Notification
New Appointment Schedule
New Schedule
New Tutorial Group
New Tutorial Items
New Note
New Chat
BoardCRM
Automatically do this!
Add Comment
UpdateLead
Create Deal
Add Comment in Boardcrm when New Activity Type in Amwork
Use this flowUpdateLead in BoardCrm when New Activity Type in Amwork
Use this flowCreate Deal in Boardcrm when New Activity Type in Amwork
Use this flowAdd Comment in Boardcrm when New Entity Types in Amwork
Use this flowUpdateLead in BoardCrm when New Entity Types in Amwork
Use this flowCreate Deal in Boardcrm when New Entity Types in Amwork
Use this flowAdd Comment in Boardcrm when New Document Template in Amwork
Use this flowUpdateLead in BoardCrm when New Document Template in Amwork
Use this flowCreate Deal in Boardcrm when New Document Template in Amwork
Use this flowAdd Comment in Boardcrm when New Notification in Amwork
Use this flowEverything you can automate between Amwork and BoardCRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a New Activity Type is created in Amwork.
Triggers when a Entity Types is created in Amwork.
Triggers when a document template is created in Amwork.
Triggers when a Notifications is created in Amwork.
Triggers when a New Appointment Schedule is created in Amwork.
Triggers when a Schedule is created in Amwork.
Action is the task that follows automatically within your Amwork integrations.
Create a user in amwork.
Create a task.
Create a new activity type.
Creates a new board stage.
Create a new Entity.
Create Entity Notes

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

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Amwork is a comprehensive platform designed to enhance team collaboration and productivity. It offers a suite of tools that facilitate seamless communication, project management, and task tracking, making it an ideal solution for businesses looking to streamline their workflows and improve team efficiency.
Learn moreBoardCrm is a comprehensive CRM solution designed to streamline customer relationship management and enhance sales processes. With features tailored for efficient contact management, sales tracking, and customer engagement, BoardCrm empowers businesses to build stronger relationships and drive growth.
Learn moreSign up for a free viaSocket account, then authorize both your Amwork and BoardCRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Amwork and BoardCRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach BoardCRM. No coding required.
Yes. You can set up a workflow where Amwork triggers actions in BoardCRM, and a separate workflow where BoardCRM triggers actions in Amwork. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Amwork and BoardCRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Amwork and BoardCRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.